See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,895 | $92,222+48.4% | $76,768+78.3% | $135,375+1.1% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -10.04% | 5.46%-15.5pp | 2.43%-12.5pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,108 | $3,216-34.5% | $2,485-15.2% | $4,779-55.9% |
| Participant deferral / active EE | $10,047 | $4,509+122.8% | $3,852+160.9% | $5,609+79.1% |
| Admin fee / account holder | $1,521 | $10,748-85.8% | $6,675-77.2% | $10,827-86.0% |